Q: Good afternoon, 3 questions...
Could you please give me your thoughts (after one public quarter) on Jfrog for a long term hold for growth?
There are lots of great new companies out there and only 1 public quarter for them. How would you rank the top ten “tech” stocks that had a IPO in 2020?
Your new USA fund forgive me if this is elsewhere but does this affect your answers or ability to answer any USA stock questions or does it not impact the current/past services? As I find your USA recommendations to be extremely valuable as a Canadian investor.
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Asked by mitchell on December 09, 2020
Q: Hi there,
So another stock that's popped up on my radar thanks to Twitter. KBNT - have you heard of it? Any thoughts on it? Currently have a small holding in my TFSA, shall I add? Morningstar thinks its under FV. Many thanks as always.
Q: Hi Peter
With recent Concentrix spin out, Synnex got hard hit. What's your opinion on this stock at this Level? Is it a buy? Any growth potential?
Can you suggest any alternate stock with same business model.
Q: The TTD special meeting of stockholders has been adjourned to Dec 22, to allow the company additional time to solicit votes. Can you please provide context/advice as to how I should vote.
To follow up on my earlier question, I forgot to mention that both my wife and I are planning to retire in 5 years. So, I am slowly changing my investments to be income focused and less on capital growth
Q: Moderna's stock has gone up significantly over the last few months. Is it a good time to sell? would love to hear your thoughts about it. Thank you!
Q: Hello,
Lemonade seems to have an ability to scale very quickly, since their platform is fully online and uses AI for insurance claims. I am impressed with it an have started a small position. What are your thoughts? Thanks.
Q: Good Morning
You have mentioned the interest in the IPO for AFFIRM will be high. Is there service being copied by others in the space( you have mentioned PYPL) and do they have any discernible advantage.
Thank you
Q: I realize that you ( much like I ) are growth investors. However I’d like to play the risk on trade and am looking for 5 beaten down US value names that would have good bounce back potential. Can you rank your choices? Thank you
Q: hey guys, new here and love the product so far! i have about 5000$ US to invest today. Already have a good position with sq. How would you rank the above for the next couple years?
Q: I've been watching REGN slide from US$650 to under US$500 over the last few months. Is it just out of favour? The metrics seem ok (for a biotech) and analysts still seem to like it. What's your opinion on opening a position under $500? Thanks.
DMTK I came across DermTech listening to a MF US stock advisor live session on 10X opportunities. I spent some time reviewing their most recent earnings transcript and other research and the technology for non invasive detection of skin cancer seems powerful but super early in terms of adoption (a brief excerpt is below). I am considering buying for TFSA and have the following questions:
1. What is your general opinion?
2. Do you have any information on how a dermatologist would be paid for using this test vs surgery? My fear would be that the tech is amazing but dermatologists may not use it if it would reduce their revenue
"Currently, approximately 25 surgical biopsies are performed to find one melanoma. And despite all this cutting, the negative predictive value of this pathway is only about 83%, which means the probability of missing melanoma is approximately 17%. The PLA reduces the number of surgical biopsies needed to identify melanomas by approximately 10-fold and increases the negative predictive value so 99%, meaning the PLA has less than 1% probability of missing the disease. DermTech is effectively bringing melanoma diagnosis into the 21st century by transforming it from a pathway to subjective, invasive, inaccurate and costly to one that is objective, non-invasive, highly accurate, and less costly."
Q: Hi Peter and team,
I am a new member and have been enjoying the question and answer section.
I would like you take on these two stocks and wether you prefer one to the other.
Thanks
Javad
Q: Could I please have your view on ET. (US) Is this good for a long term hold? Will it ever get back in favor? Is there better places to be? Thanks in advance. Appreciate your inpu.t.